Full-Time

Underwriting Assistant

Posted on 1/31/2024

Virtus

Virtus

51-200 employees

Technology-driven insurance brokerage and consulting

Consulting
Financial Services

Entry

Overland Park, KS, USA

Required Skills
Communications
Salesforce
Requirements
  • Bachelor’s degree in business, Insurance, or a related field preferred.
  • Proven experience in an administrative support role, preferably within an insurance or underwriting environment.
  • Knowledge of insurance industry practices and underwriting processes.
  • Active insurance license, or willing to obtain license within 90 days of hire.
  • Must have familiarity and good working knowledge of various Microsoft software applications (Excel, Outlook, Teams), Agency Management Systems (AMS 360, Epic, Britecore, Salesforce), and the ability to learn new software systems.
  • Excellent communication and interpersonal skills, with the ability to engage effectively with internal and external stakeholders.
  • Demonstrates strong organizational and project management skills. Exudes confidence and sound technical knowledge.
  • Willingness to learn and continue to grow as an insurance professional in an entrepreneurial environment.
Responsibilities
  • Accurately enter and update client information, policy details, and other relevant data into the underwriting system.
  • Maintain and organize underwriting files and documentation, ensuring completeness and compliance with company policies.
  • Assist in preparing and sending communication to clients, brokers, and internal stakeholders.
  • Respond to routine inquiries and requests for information, directing complex issues to the relevant team.
  • Support underwriters in reviewing policies and applications for completeness and accuracy.
  • Provide general administrative support to ensure the efficient operation of the underwriting department.
  • Assist in addressing customer inquiries and concerns, providing information on policies and procedures.
  • Other duties and projects as assigned by the team.

Virtus is an insurance brokerage and consulting firm that excels in utilizing advanced technology to offer a personalized and streamlined insurance experience. With a focus on specific vertical industries, this company effectively integrates creative strategies and cutting-edge technology to meet and align with client goals, fostering an environment where employee growth and client success go hand in hand. This approach positions Virtus as a leader in its sector, making it an attractive workplace for professionals keen on being at the forefront of technological integration in insurance.

Company Stage

Private

Total Funding

N/A

Headquarters

Overland Park, Kansas

Founded

2013

Growth & Insights
Headcount

6 month growth

-3%

1 year growth

15%

2 year growth

32%
INACTIVE